SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,416 | +18.3% | 7,020 | +24.2% | 0.03% | +19.2% |
| Q2 2023 | $201,539 | +5.1% | 5,653 | +2.6% | 0.03% | 0.0% |
| Q1 2023 | $191,679 | +16.4% | 5,508 | +7.7% | 0.03% | 0.0% |
| Q4 2022 | $164,671 | +20.2% | 5,112 | +4.7% | 0.03% | +4.0% |
| Q3 2022 | $137,000 | +0.7% | 4,884 | +12.7% | 0.02% | 0.0% |
| Q2 2022 | $136,000 | +2620.0% | 4,335 | +2931.5% | 0.02% | +2400.0% |
| Q1 2022 | $5,000 | +400.0% | 143 | +472.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 25 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 596,850 | $16,921,000 | 16.79% |
| COOPER/HAIMS ADVISORS, LLC | 781,379 | $22,152,000 | 15.30% |
| Riverpoint Wealth Management Holdings, LLC | 949,520 | $26,918,000 | 14.94% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 617,043 | $17,493,000 | 13.93% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 875,130 | $24,810,000 | 13.88% |
| MCIA Inc | 342,796 | $9,718,000 | 13.51% |
| TD Ameritrade Trust Co | 1,108,104 | $31,415,000 | 13.14% |
| Peachtree Investment Advisors, Inc. | 574,020 | $16,273,000 | 12.55% |
| Harborview Advisors, LLC | 377,004 | $10,688,000 | 12.52% |
| Personal Capital Advisors Corp | 30,575,896 | $866,827,000 | 11.60% |